The Analysis of Sarver Vrooman Wealth Advisors's Holdings
Currently, Sarver Vrooman Wealth Advisors holds 263 types of securities in its portfolio with a total value $175.3M. In the most recent quarter, they have increased their positions in IBDW (+136.5K shares, valued at $2.9M), SCHD (+104.0K shares, valued at $2.9M), IBDR (+86.6K shares, valued at $2.1M); decreased their positions in EXPE (-147 shares, valued at $41.6K), GM (-500 shares, valued at $40.7K), STT (-272 shares, valued at $35.1K); initiated new positions in PLTR (+6.4K shares, valued at $1.1M), N/A (+983 shares, valued at $604.0K), NVDA (+3.1K shares, valued at $578.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IBDW ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE2.3M shares6.26%2025-12-312026-02-10
SCHD SCHWAB US DIVIDEND ETF EQUITY1.7M shares6.33%2025-12-312026-02-10 IBDR ISHARES TR ETF IBONDS DEC 2026 TERM CORP1.9M shares4.90%2025-12-312026-02-10 DGRW WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND48.8K shares17.22%2025-12-312026-02-10 DBEF XTRACKERS MSCI EAFE ETF EQUITY80.3K shares20.49%2025-12-312026-02-10 USMV ISHARES EDGE MSCI ETF MIN VOL USA ETF39.0K shares18.22%2025-12-312026-02-10 MSFT MICROSOFT CORP2.6K shares359.61%2025-12-312026-02-10 PLTR PALANTIR TECHNOLOGIES INC CL A6.4K sharesnew addition2025-12-312026-02-10 AAPL APPLE INC3.4K shares30.06%2025-12-312026-02-10 SPY SPDR S&P 500 TRUST ETF1.3K shares165.61%2025-12-312026-02-10 BSMU INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF38.8K shares0.00%2025-12-312026-02-10 BSMR INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD35.9K shares0.46%2025-12-312026-02-10 NVDA NVIDIA CORP3.1K sharesnew addition2025-12-312026-02-10 IBDZ ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE21.1K shares2.25%2025-12-312026-02-10 IBDX ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE20.6K shares10.97%2025-12-312026-02-10 ONEQ FIDELITY NASDAQ ETF COMPOSITE INDEX5.0K sharesnew addition2025-12-312026-02-10 WMT WALMART INC4.1K shares75.81%2025-12-312026-02-10 SPMO INVESCO TR II ETF S&P 500 MOMENTUM3.2K shares163.82%2025-12-312026-02-10 DIA SPDR DOW JONES INDL ETF AVERAGE ETF TR786 sharesnew addition2025-12-312026-02-10 LLY ELI LILLY & CO350 sharesnew addition2025-12-312026-02-10 MU MICRON TECHNOLOGY INC1.1K sharesnew addition2025-12-312026-02-10 HON HONEYWELL INTERNATIONAL INC1.6K shares493.45%2025-12-312026-02-10 IBDU ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE12.9K shares16.61%2025-12-312026-02-10 IBDT ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE10.8K shares20.87%2025-12-312026-02-10 IBDS ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF11.3K shares16.65%2025-12-312026-02-10 TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR897 sharesnew addition2025-12-312026-02-10 IBCA ISHARES TR ETF IBONDS DEC 2035 TERM CORP10.1K shares0.00%2025-12-312026-02-10 IBDY ISHARES TR IBONDS ETF DEC 2033 TERM CORP10.0K shares0.00%2025-12-312026-02-10 IBDV ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF11.0K shares19.37%2025-12-312026-02-10 ORCL ORACLE CORPORATION1.1K shares201.34%2025-12-312026-02-10 SPHQ INVESCO TR ETF S&P 500 QUALITY2.5K shares274.63%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO590 shares1.72%2025-12-312026-02-10 AMZN AMAZON COM INC765 sharesnew addition2025-12-312026-02-10 XOM EXXON MOBIL CORP1.5K shares-6.16%2025-12-312026-02-10 DELL DELL TECHNOLOGIES INC CL C1.2K shares109.46%2025-12-312026-02-10 ORLY O'REILLY AUTOMOTIVE INC NEW1.6K sharesnew addition2025-12-312026-02-10 JNJ JOHNSON & JOHNSON632 shares8.59%2025-12-312026-02-10 COST COSTCO WHSL CORP NEW COM146 shares124.62%2025-12-312026-02-10 AME AMETEK INC NEW611 sharesnew addition2025-12-312026-02-10 META META PLATFORMS INC CLASS A189 sharesnew addition2025-12-312026-02-10 COF CAPITAL ONE FINANCIAL CORP492 shares32.97%2025-12-312026-02-10 AMGN AMGEN INC362 shares-1.36%2025-12-312026-02-10 BKLN INVESCO TR II ETF S&P SR LN5.5K sharesnew addition2025-12-312026-02-10 GILD GILEAD SCIENCES INC913 shares45.15%2025-12-312026-02-10 XMHQ INVESCO S&P MIDCAP ETF QUALITY1.1K shares195.57%2025-12-312026-02-10 BK BANK NEW YORK MELLON CORP871 shares-2.46%2025-12-312026-02-10 OKE ONEOK INC NEW1.4K shares28.12%2025-12-312026-02-10 BSCU INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD5.2K shares42.12%2025-12-312026-02-10 BAC BANK OF AMERICA CORP1.5K shares62.65%2025-12-312026-02-10 PSX PHILLIPS 66633 shares15.72%2025-12-312026-02-10 BSCS INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP3.9K shares26.75%2025-12-312026-02-10 BSCR INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP4.1K shares26.71%2025-12-312026-02-10 BSCQ INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 20264.1K shares27.46%2025-12-312026-02-10 BSCT INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD4.2K shares25.04%2025-12-312026-02-10 GSBC GREAT SOUTHERN BANCORP INC1.3K sharesnew addition2025-12-312026-02-10 TMUS T-MOBILE US INC370 shares64.44%2025-12-312026-02-10 MCD MCDONALDS CORP244 shares-2.40%2025-12-312026-02-10 WM WASTE MGMT INC DEL317 shares-2.76%2025-12-312026-02-10 BROADCOM INC BROADCOM INC200 sharesnew addition2025-12-312026-02-10 EXPE EXPEDIA INC242 shares-37.79%2025-12-312026-02-10 ADP AUTOMATIC DATA PROCESSING264 shares-2.94%2025-12-312026-02-10 GM GENERAL MOTORS CO830 shares-37.59%2025-12-312026-02-10 MMM 3M CO400 sharesnew addition2025-12-312026-02-10 CTVA CORTEVA INC954 shares-2.45%2025-12-312026-02-10 INTU INTUIT INC95 shares-3.06%2025-12-312026-02-10 XMVM INVESCO S&P MIDCAP ETF VALUE WITH MOMENTUM980 sharesnew addition2025-12-312026-02-10 CSCO CISCO SYSTEMS INC812 shares-2.52%2025-12-312026-02-10 PG PROCTER & GAMBLE CO419 shares33.87%2025-12-312026-02-10 ALL ALLSTATE CORP282 sharesnew addition2025-12-312026-02-10 QUBT QUANTUM COMPUTING INC5.7K sharesnew addition2025-12-312026-02-10 STT STATE STR CORP453 shares-37.52%2025-12-312026-02-10 MO ALTRIA GROUP INC992 shares-3.60%2025-12-312026-02-10 JCI JOHNSON CTLS INTL PLC470 shares-37.58%2025-12-312026-02-10 ITW ILLINOIS TOOL WORKS INC226 shares-2.59%2025-12-312026-02-10 DOV DOVER CORP COMMON283 shares-2.75%2025-12-312026-02-10 STLA STELLANTIS N V SHS4.8K sharesnew addition2025-12-312026-02-10 RCL ROYAL CARIBBEAN CRUISES LTD NORWAY188 shares-37.95%2025-12-312026-02-10 AXP AMERICAN EXPRESS COMPANY140 shares-38.05%2025-12-312026-02-10 NEE NEXTERA ENERGY INC644 shares-2.57%2025-12-312026-02-10 AMAT APPLIED MATERIALS INC200 sharesnew addition2025-12-312026-02-10 NOBL PROSHARES S&P 500 ETF DIVIDEND A489 shares249.29%2025-12-312026-02-10 FDX FEDEX CORPORATION175 shares-37.94%2025-12-312026-02-10 CVX CHEVRON CORPORATION325 shares-1.81%2025-12-312026-02-10 PEP PEPSICO INCORPORATED345 shares-27.06%2025-12-312026-02-10 PNC PNC FINANCIAL SERVICES GROUP235 shares-37.67%2025-12-312026-02-10 MMC MARSH262 shares-2.60%2025-12-312026-02-10 URI UNITED RENTALS INC58 shares-38.95%2025-12-312026-02-10 PRK PARK NATIONAL CORP300 sharesnew addition2025-12-312026-02-10 PHM PULTE GROUP INC389 shares-37.66%2025-12-312026-02-10 IBM INTERNATIONAL BUSINESS MACHINE CORP153 shares-2.55%2025-12-312026-02-10 QCOM QUALCOMM INC265 shares-37.79%2025-12-312026-02-10 NVTS NAVITAS SEMICONDUCTOR CORP6.3K sharesnew addition2025-12-312026-02-10 EXEL EXELIXIS INC1.0K shares-37.57%2025-12-312026-02-10 LMT LOCKHEED MARTIN CORP92 shares-3.16%2025-12-312026-02-10 NOC NORTHROP GRUMMAN CORP NEW78 sharesnew addition2025-12-312026-02-10 RNR RENAISSANCE RE HOLDING LTD153 shares-37.80%2025-12-312026-02-10 HIG HARTFORD INSURANCE GROUP INC312 shares-37.72%2025-12-312026-02-10 TRV TRAVELERS COS INC/ THE145 shares-38.03%2025-12-312026-02-10 BMY BRISTOL MYERS SQUIBB CO739 shares-37.64%2025-12-312026-02-10 CB CHUBB LTD127 shares-37.75%2025-12-312026-02-10 AFG AMERICAN FINL GROUP INC OHIO289 shares-37.58%2025-12-312026-02-10 MCK MCKESSON CORPORATION48 shares-40.00%2025-12-312026-02-10 SPGP INVESCO S&P 500 GARP ETF334 sharesnew addition2025-12-312026-02-10 WRB BERKLEY W R CORPORATION539 shares-37.62%2025-12-312026-02-10 TSLA TESLA INC83 sharesnew addition2025-12-312026-02-10 ETR ENTERGY CORP NEW400 sharesnew addition2025-12-312026-02-10 DGX QUEST DIAGNOSTICS INC213 shares-2.74%2025-12-312026-02-10 DE DEERE & CO76 shares-38.71%2025-12-312026-02-10 ISPY PROSHARES S&P 500 ETF HIGH743 sharesnew addition2025-12-312026-02-10 ZBH ZIMMER BIOMET HOLDINGS INC375 shares-37.71%2025-12-312026-02-10 SBUX STARBUCKS CORP400 sharesnew addition2025-12-312026-02-10 VICI VICI PPTYS INC1.2K sharesnew addition2025-12-312026-02-10 CMCSA COMCAST CORP NEW CL A1.1K shares-37.53%2025-12-312026-02-10 OEF ISHARES ETF S&P 10093 sharesnew addition2025-12-312026-02-10 ET ENERGY TRANSFER LP1.9K sharesnew addition2025-12-312026-02-10 IBMT ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD1.2K shares0.00%2025-12-312026-02-10 IBMS ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD1.2K shares0.00%2025-12-312026-02-10 AKAM AKAMAI TECH INC350 sharesnew addition2025-12-312026-02-10 CHKP CHECK POINT SOFTWARE TECH LTD163 shares-37.79%2025-12-312026-02-10 SLV I SHARES SILVER TR ETF466 sharesnew addition2025-12-312026-02-10 BSJS INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BOND1.3K shares0.00%2025-12-312026-02-10 VZ VERIZON COMMUNICATIONS COM707 shares172.97%2025-12-312026-02-10 GPC GENUINE PARTS CO COM233 shares-2.51%2025-12-312026-02-10 BSJQ INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD1.2K shares0.00%2025-12-312026-02-10 HD HOME DEPOT INC82 shares-3.53%2025-12-312026-02-10 ENB ENBRIDGE INC586 shares0.00%2025-12-312026-02-10 SW SMURFIT WESTROCK PLC SHS712 shares0.00%2025-12-312026-02-10 AMD ADVANCED MICRO DEVICES INC128 sharesnew addition2025-12-312026-02-10 BAB INVESCO TR II ETF TAXABLE MUN BD974 sharesnew addition2025-12-312026-02-10 IPKW INVESCO TR II ETF INTL BUYBACK ACHIEVERS463 sharesnew addition2025-12-312026-02-10 AEP AMERICAN ELECTRIC POWER INC223 shares-2.62%2025-12-312026-02-10 T AT & T INC1.0K shares11.45%2025-12-312026-02-10 CPSF CALAMOS TR S&P 500 ETF STRUCTURED ALT PROTECTION FEBRUARY1.0K sharesnew addition2025-12-312026-02-10 AEE AMEREN CORP254 shares-2.31%2025-12-312026-02-10 UNH UNITEDHEALTH GROUP INC75 sharesnew addition2025-12-312026-02-10 VRT VERTIV HOLDINGS LLC CL A144 sharesnew addition2025-12-312026-02-10 SNOW SNOWFLAKE INC CL A100 sharesnew addition2025-12-312026-02-10 BA BOEING CO100 sharesnew addition2025-12-312026-02-10 AZO AUTOZONE INC6 shares-50.00%2025-12-312026-02-10 LMND LEMONADE INC281 sharesnew addition2025-12-312026-02-10 TFC TRUIST FINL CORP375 sharesnew addition2025-12-312026-02-10 TGT TARGET CORP180 shares-2.70%2025-12-312026-02-10 SNY SANOFI ADR362 sharesnew addition2025-12-312026-02-10 ASML ASML HOLDING NV NY REGISTRY SHS NEW 201214 sharesnew addition2025-12-312026-02-10 EVRG EVERGY INC202 sharesnew addition2025-12-312026-02-10 BSJR INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRP645 shares0.00%2025-12-312026-02-10 MGNI MAGNITE INC861 sharesnew addition2025-12-312026-02-10 PGF INVESCO ETF FINL PFD955 sharesnew addition2025-12-312026-02-10 SHOP SHOPIFY INC CL A80 sharesnew addition2025-12-312026-02-10 EPR EPR PPTYS SHS BEN INT250 sharesnew addition2025-12-312026-02-10 TROW T ROWE PRICE GROUP INC122 sharesnew addition2025-12-312026-02-10 CRSP CRISPR THERAPEUTICS AG NAMEN-AKT235 sharesnew addition2025-12-312026-02-10 NB NIOCORP DEVS LTD COM NEW2.2K shares0.00%2025-12-312026-02-10 FI FISERV INC171 shares-37.82%2025-12-312026-02-10 JEPI JPMORGAN EQUITY TR ETF PREMIUM INCOME FD200 sharesnew addition2025-12-312026-02-10 O REALTY INCOME CORP REIT200 sharesnew addition2025-12-312026-02-10 CWB STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES116 shares0.00%2025-12-312026-02-10 SOFI SOFI TECHNOLOGIES INC390 shares875.00%2025-12-312026-02-10 IDHQ INVESCO TR II ETF S&P INTL DEV QUALITY284 sharesnew addition2025-12-312026-02-10 APPN APPIAN CORP CLASS A281 sharesnew addition2025-12-312026-02-10 SOUN SOUNDHOUND AI INC CL A998 sharesnew addition2025-12-312026-02-10 ZS ZSCALER INC44 sharesnew addition2025-12-312026-02-10 SHEL SHELL PLC ADR SPONSORED REPSTG ORD SH134 sharesnew addition2025-12-312026-02-10 WFC WELLS FARGO & CO NEW105 shares2000.00%2025-12-312026-02-10 CLOV CLOVER HEALTH INVESTMENTS CORP CL A4.0K sharesnew addition2025-12-312026-02-10 PANW PALO ALTO NETWORKS51 sharesnew addition2025-12-312026-02-10 TXG 10X GENOMICS INC CL A566 sharesnew addition2025-12-312026-02-10 BP BP PLC SPONS ADR261 sharesnew addition2025-12-312026-02-10 SDY STATE STREET SPDR ETF S&P DIVIDEND64 shares0.00%2025-12-312026-02-10 VONG VANGUARD RUSSELL ETF 1000 GROWTH67 sharesnew addition2025-12-312026-02-10 INTC INTEL CORP200 sharesnew addition2025-12-312026-02-10 ROKU ROKU INC67 sharesnew addition2025-12-312026-02-10 WY WEYERHAEUSER CO300 sharesnew addition2025-12-312026-02-10 XMMO INVESCO S&P MIDCAP ETF MOMENTUM51 sharesnew addition2025-12-312026-02-10 NWN NORTHWEST NATURAL HOLDING CO150 sharesnew addition2025-12-312026-02-10 BA-PA BOEING CO DEP CONV PFD A100 sharesnew addition2025-12-312026-02-10 DIS WALT DISNEY COMPANY59 sharesnew addition2025-12-312026-02-10 WBD WARNER BROS DISCOVERY INC SER A224 shares0.00%2025-12-312026-02-10 CAT CATERPILLAR INC10 sharesnew addition2025-12-312026-02-10 MGC VANGUARD MEGA CAP ETF22 shares0.00%2025-12-312026-02-10 BAYRY BAYER AG SPONSORED ADR489 sharesnew addition2025-12-312026-02-10 NVO NOVO NORDISK A S ADR100 sharesnew addition2025-12-312026-02-10 JAAA JANUS DETROIT STR TR ETF JANUS HENDERSON AAA CLO100 sharesnew addition2025-12-312026-02-10 FVRR FIVERR INTL LTD ORD SHS246 sharesnew addition2025-12-312026-02-10 PGX INVESCO TR II ETF PFD430 sharesnew addition2025-12-312026-02-10 DNUT KRISPY KREME INC1.1K sharesnew addition2025-12-312026-02-10 MSLC MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY79 shares0.00%2025-12-312026-02-10 OXY OCCIDENTAL PETE CORP100 sharesnew addition2025-12-312026-02-10 AB ALLIANCEBERNSTEIN HLDG LP LTD PARTNERSHIP INTERESTS100 sharesnew addition2025-12-312026-02-10 MAGS LISTED FDS TR ETF ROUNDHILL MAGNIFICENT SEVEN ET46 sharesnew addition2025-12-312026-02-10 CFG CITIZENS FINANCIAL GRP INC50 sharesnew addition2025-12-312026-02-10 TMFC RBB FD INC ETF MOTLEY FOOL 100 INDEX38 sharesnew addition2025-12-312026-02-10 FSLY FASTLY INC CL A267 sharesnew addition2025-12-312026-02-10 USB US BANCORP NEW50 sharesnew addition2025-12-312026-02-10 CPNM CALAMOS TR NASDAQ ETF 100 STRUCTURED ALT PROTN MARCH100 sharesnew addition2025-12-312026-02-10 CURI CURIOSITYSTREAM INC NEW CL A680 sharesnew addition2025-12-312026-02-10 API AGORA INC ADS ADR585 sharesnew addition2025-12-312026-02-10 FCX FREEPORT-MCMORAN INC CLASS B44 sharesnew addition2025-12-312026-02-10 AOR ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION33 shares0.00%2025-12-312026-02-10 EA ELECTRONIC ARTS INC10 sharesnew addition2025-12-312026-02-10 CMPS COMPASS PATHWAYS PLC ADR SPONSORED ADS REPSTG SHS290 sharesnew addition2025-12-312026-02-10 ZM ZOOM COMMUNICATIONS INC CL A23 sharesnew addition2025-12-312026-02-10 SOLV SOLVENTUM CORP25 sharesnew addition2025-12-312026-02-10 HUBS HUBSPOT INC4 sharesnew addition2025-12-312026-02-10 PINS PINTEREST INC CL A58 sharesnew addition2025-12-312026-02-10 DJT TRUMP MEDIA & TECHNOLOGY GROUP CORP100 sharesnew addition2025-12-312026-02-10 BOC BOSTON OMAHA CORP106 sharesnew addition2025-12-312026-02-10 MSSM MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY24 shares0.00%2025-12-312026-02-10 LOB LIVE OAK BANCSHARES INC34 sharesnew addition2025-12-312026-02-10 KTOS KRATOS DEFENSE AND SECURITY SOLUTIONS15 shares0.00%2025-12-312026-02-10 BTCW WISDOMTREE BITCOIN ETF FD SHS BEN INT11 sharesnew addition2025-12-312026-02-10 HCA HCA HEALTHCARE INC2 sharesnew addition2025-12-312026-02-10 BAND BANDWIDTH INC CLASS A60 sharesnew addition2025-12-312026-02-10 LINK INTERLINK ELECTRONICS INC225 shares50.00%2025-12-312026-02-10 NE.WS NOBLE CORP PLC WTS EXP 02/04/28 TO SUB FOR ORD 146 sharesnew addition2025-12-312026-02-10 UBER UBER TECHNOLOGIES INC9 shares0.00%2025-12-312026-02-10 ETSY ETSY INC12 sharesnew addition2025-12-312026-02-10 KGC KINROSS GOLD CORP (NEW) NO PAR20 shares0.00%2025-12-312026-02-10 NE.WSA NOBLE CORP PLC WTS EXP 02/04/28 TO SUB FOR ORD 246 sharesnew addition2025-12-312026-02-10 OPEN OPENDOOR TECHNOLOGIES INC55 sharesnew addition2025-12-312026-02-10 NE NOBLE CORP PLC CLASS A11 sharesnew addition2025-12-312026-02-10 ATGE ADTALEM GLOBAL ED INC3 sharesnew addition2025-12-312026-02-10 GXC SPDR S&P CHINA ETF3 shares0.00%2025-12-312026-02-10 EDIT EDITAS MEDICINE INC100 sharesnew addition2025-12-312026-02-10 KR KROGER COMPANY COMMON3 shares0.00%2025-12-312026-02-10 VGK VANGUARD FTSE ETF EUROPEAN1 shares0.00%2025-12-312026-02-10 LUMN LUMEN TECHNOLOGIES INC LA9 sharesnew addition2025-12-312026-02-10 BBWI BATH & BODY WKS INC2 sharesnew addition2025-12-312026-02-10 FRCB FIRST REPUBLIC BANK SAN FRANCISCO CALIF615 sharesnew addition2025-12-312026-02-10 HRTX HERON THERAPEUTICS INC1 sharesnew addition2025-12-312026-02-10 AKTSQ AKOUSTIS TECHNOLOGIES INC1.0K sharesnew addition2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available